Welcome!

Privacy Policy

Privacy Notice To Our Customers

Francois Fiset, LLC Privacy Policy:

Maintaining the privacy of the information you share with us in the process of doing business with Francois Fiset, LLC is extremely important to us.When you transact business with Francois Fiset, LLC you enter into a relationship that is built upon – and largely dependent upon – mutual trust.We want to assure you that we strive to conduct business in ways that are always worthy of that trust.Maintenance of our privacy practices and policies is a critical component of that.We are committed to maintaining the highest level of confidentiality with all the information we receive from you.

How and Why we Obtain Personal Information:

In the conduct of our business with you, we often need to collect what is known as “nonpublic personal information.”This is information about you that we obtain in connection with providing a financial product or service to you.Francois Fiset, LLC may collect nonpublic personal information about you from:

vApplications or other forms with information such as name, Social Security number, assets and income, employment status, birth date;

vYour transactions with us, our affiliates, or with others, such as account activity, payment history and products and services purchased;

vWith respect to life insurance policies only, we may also collect medical, health, avocation and other persona information from applications, medical examination providers, the Medical Information Bureau, hospitals and other third parties.

We may also ask you for additional financial information in order to determine which products and services best meet your financial goals.

How We Protect Information:

We maintain strong safeguards to protect the information that you have shared with us.We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.All employees are required to comply with our established confidentiality procedures and policies.

We consider that any nonpublic personal information that is provided to any representative of Francois Fiset, LLC in the course of business transaction is completely confidential.

We may also disclose all of the information described above to our affiliates in order to conduct business, such as providing services, account maintenance or information about other products and services offered by our affiliates.Our affiliates may include insurance companies, broker-dealers, investment advisors, investment companies, registered representatives, trust companies, insurance agents and brokers.

In addition, we may disclose all of the information above to third parties with which we contact for services, as permitted by law.We will contractually require these third parties to protect your information.Examples of these organizing include the following:

vThird parties that administer and support our products and services (such as third party administrators, printing companies, system vendors, consultants(s);

We may disclose all of the information above under certain circumstances to government agencies and law enforcement officials (for example, to help us prevent fraud or as may be required by law).

Our Commitment to Confidentiality:

We will not sell nonpublic personal information about you, our customers – or our former customers – nor will we disclose it to anyone, unless we have previously informed you in disclosures or agreements, have been authorized by you, or are permitted to do so by law.We restrict access to nonpublic personal information to those employees and associates who need that information in order to provide products or services to you.

We will not use or share the medical information we have received about you for any reason except insurance underwriting purposed, or as otherwise authorized by you.

If you decide to close your accounts or become an inactive customer, we will continue to adhere to the privacy policies and practices described in this notice.

We have a long history of dealing with confidential information in ways that are designed to assure you privacy.We are committed to consistency maintaining the highest standards for protecting the information you share with us and ensuring the privacy of our customers.

Securities and advisory services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC and Francois Fiset, LLC are not affiliated companies.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.